Senior Investment Analyst

North Horizon Holdings Inc.; Toronto; On-site; CAD 80,000 - 130,000; Full time

Job summary

Join a leading Canadian investment institution as part of their Asset Allocation & Investment Research team. In this multifaceted role, you will oversee the research process, conduct fundamental analysis, and collaborate with portfolio managers to develop investment strategies that capitalize on market opportunities. Bring your expertise in financial markets and make a significant impact in a high-performing team focused on delivering strong performance.

Benefits

Work in an entrepreneurial environment

Opportunities for continuous learning

Dynamic high-performing teams

Inclusive culture

Total rewards program including competitive pay

Eligibility for bonuses and benefits

Reimbursement for professional development

Qualifications

• Minimum 5 years investment research experience at North American institutions.
• Deep understanding of financial markets and valuation techniques.
• Excellent qualitative and quantitative skills required.

Responsibilities

• Oversee the research process and ensure thorough analysis of companies.
• Collaborate with portfolio managers to implement investment strategies.
• Present investment recommendations to senior management.

Skills

Financial modeling

Data analysis

Communication

Quantitative skills

Education

Undergraduate degree in finance, economics, or related field

MBA, MFin, and/or CFA designation

Job description

North Horizon is a Canadian investment institution with a global investment reach. We are a value-oriented investor in public equities, fixed incomes, private equities, hedge funds and private real estates.

We are looking for an exceptionally talented individual to join our Asset Allocation & Investment Research team. This is an exciting opportunity to join a high-performing team, make a significant impact, and demonstrate your leadership and value in research across public and private equities, industries and geographic regions.

What will you do

This is a multifaceted position that includes many of the following :

• Overseeing the research process, from idea generation to investment recommendation, ensuring thorough analysis of companies, industries, and market trends.
• Collaborate with portfolio managers and other members of the investment team to develop and implement investment strategies that capitalize on market opportunities along with delivering strong performance.
• Conduct in-depth fundamental analysis of companies, evaluating financial statements, industry dynamics, competitive positioning, and other relevant factors.
• Build and maintain financial models to forecast company performance, assess valuation metrics, and support investment decisions.
• Stay abreast to macroeconomic factors, regulatory changes, and industry developments that may impact investment decisions, and incorporate these insights into the research process.
• Present investment recommendations and research findings to senior management, investment committees, articulating the rationale behind investment decisions.
• Ensure compliance with regulatory requirements and internal investment policies and procedures.

What do you need to be successful

• Undergraduate degree in finance, economics, mathematics or a related field. MBA, MFin and / or CFA designation highly preferred.
• Minimum 5 years investment research experience, with a proven track record of generating value through investment recommendations at North American investment institutions.
• Deep understanding of financial markets, investment principles, and valuation techniques.
• A generalist across multiple GICS sectors / industries / sub-industries is preferred, but specific industries exposure to information technology and health care is an asset.
• Excellent qualitative and quantitative skills, proficiency in financial modeling and data analysis.
• Strong communication and presentation skills, the ability to effectively articulate investment theses and insights.
• Ability to thrive in an institutional environment and manage multiple priorities effectively.

What’s in it for you

• Work in an entrepreneurial environment that encourages creativity
• Be encouraged, empowered and challenged to be your best
• Provided with opportunities to learn continuously and develop professionally
• Work with dynamic high performing teams who thrive on the challenge to reach their highest potential
• Be part of an inclusive culture where your ideas and advice are heard and valued.
• Provided with a total rewards program that includes :

o Competitive base pay

o Eligibility for bonus as well as benefits

o Reimbursement of your professional development / training

About our culture

At North Horizon, we are committed to building a great culture that cares, nurtures and values every individual who works here.

As part of your application, please include your resume, cover letter, and a two-page investment thesis on an investment idea of your choice (minimum font size, 11).

Know someone who would be a perfect fit? Let them know!

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